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WealthTrak Capital Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

WealthTrak Capital Management’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-130
Closed -$3.45K – 709
2025
Q2 		$3.45K Buy
+130
New +$3.39K ﹤0.01% 348

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

WealthTrak Capital Management's PYLD Position: Q3 2025 in Review

WealthTrak Capital Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2025, closing a stake of 130 shares — an estimated $3.45K sold.

WealthTrak Capital Management first reported a position in PYLD in Q2 2025 and held it in 1 quarter. The position peaked at $3.45K in Q2 2025. 475 funds tracked by Wall St. Rank hold PYLD as of Q3 2025.

  • WealthTrak Capital Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 130 PIMCO Multi Sector Bond Active ETF shares in Q3 2025, an estimated $3.45K.
  • WealthTrak Capital Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's PIMCO Multi Sector Bond Active ETF position peaked at $3.45K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.